Quant Mid Cap Fund vs Sundaram Mid Cap Fund Regular Plan compare
Sundaram Mid Cap Fund Regular Plan - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Fund | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12501 Cr | ₹8608 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 19 Jul 2002 | 21 Mar 2001 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 45% | % |
Expense Ratio | 1.77 | 1.75 |
Manager | Ratish Varier | Sanjeev Sharma |
ISIN Code | INF903J01173 | INF966L01176 |
Exits Load | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | 2.45% | 0.5% |
6 Month | 21.64% | 9.39% |
1 Year | -0.93% | -14.6% |
3 Year | 21.49% | 15.3% |
5 Year | 25.6% | 27.33% |
SIP Return Analysis
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | 5.36% | -1.56% |
1 Year | 14.63% | -3.09% |
3 Year | 22.94% | 10.96% |
5 Year | 22.54% | 17.71% |
Rolling Lumpsum Returns
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 20.64% | 12.16% |
3 Year | 18.9% | 11.85% |
5 Year | 18.91% | 10.64% |
Risk Management
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 15.01% | 17.376% |
Sharp | 0.98% | 0.838% |
Beta | 0.90% | 0.924% |
Alpha | 1.38% | 0.658% |
Fund Managers
Scheme Name | Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Name | Ratish Varier | Sanjeev Sharma |
Total AUM | ₹12102 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Sundaram Mid Cap Fund Regular Plan - Growth | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 8.46 | 16.35 |
Mid Cap | 66.65 | 68.88 |
Large Cap | 10.65 | 14.76 |
Small Cap | 14.24 | - |
Sector Allocation
Scheme Name |
Sundaram Mid Cap Fund Regular Plan - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 5.49 | 15 |
Industrials | 14.27 | 14.88 |
Financial Services | 19.28 | 3.71 |
Basic Materials | 11.06 | 9.88 |
Healthcare | 11.57 | 10.48 |
Technology | 5.61 | 6.52 |
Consumer Cyclical | 17.91 | 3.71 |
Real Estate | 3.59 | - |
Energy | 2.04 | 11.65 |
Communication Services | 2.32 | 10.53 |
Consumer Defensive | 4.27 | 11.53 |
Utilities | 2.59 | 2.12 |
Top Comparisons
ITI Pharma and Healthcare Fund Regular - Growth
3Y Returns21.44%
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.69%
PGIM India Gilt Fund - Growth
3Y Returns6.56%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns25.14%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns21.47%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns11.97%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns11.97%